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dmoulibc
New Member

From Jan 2017, I was on PPO policy, in October 2017 I have changed my Job and also health insurance to HDHP plan. How to mention this situation while filing my 2017 Tax?

I am on PPO until October 2017 later I changed my Job and health insurance to HDHP policy, For the last 3 months I have few HSA contributions also, 

I got 2 different 1095C forms from my employers. 

How to handle this situation while filing my 2017 taxes, Please advise.

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Accepted Solutions
LindaA
Expert Alumni

From Jan 2017, I was on PPO policy, in October 2017 I have changed my Job and also health insurance to HDHP plan. How to mention this situation while filing my 2017 Tax?

If there were no gaps in your health insurance coverage but just a change from one plan to another, select I had health insurance coverage all year during the Health Insurance Interview. You don't need to report the information from the 1095-C forms on your tax return but be sure to store them with your records.

If all of your HSA contributions were made with payroll deductions, they'll be reported on your W-2 in box 12 with code W. Only enter this information in the W-2 section of TurboTax. (If you made an HSA contribution that wasn't reported on your W-2, see the first FAQ below.)

If you took money out of your HSA account in 2017, you should have received a Form 1099-SA to report the distribution. You'll need to enter this information in TurboTax (see the second FAQ below).


Please see the FAQs below for more information.

Where do I enter my HSA contribution?     https://ttlc.intuit.com/replies/4557768

Where do I enter my 1099-SA?   https://ttlc.intuit.com/replies/3301386


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1 Reply
LindaA
Expert Alumni

From Jan 2017, I was on PPO policy, in October 2017 I have changed my Job and also health insurance to HDHP plan. How to mention this situation while filing my 2017 Tax?

If there were no gaps in your health insurance coverage but just a change from one plan to another, select I had health insurance coverage all year during the Health Insurance Interview. You don't need to report the information from the 1095-C forms on your tax return but be sure to store them with your records.

If all of your HSA contributions were made with payroll deductions, they'll be reported on your W-2 in box 12 with code W. Only enter this information in the W-2 section of TurboTax. (If you made an HSA contribution that wasn't reported on your W-2, see the first FAQ below.)

If you took money out of your HSA account in 2017, you should have received a Form 1099-SA to report the distribution. You'll need to enter this information in TurboTax (see the second FAQ below).


Please see the FAQs below for more information.

Where do I enter my HSA contribution?     https://ttlc.intuit.com/replies/4557768

Where do I enter my 1099-SA?   https://ttlc.intuit.com/replies/3301386


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